-50.3%
TEAM vs BUD
+46.3%
-96.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.7% |
| 7D | -0.4% | +0.3% | -0.7% | -0.5% |
| 30D | +67.3% | -5.7% | +73.0% | +69.7% |
| 3M | +86.8% | +3.1% | +83.7% | +85.0% |
| 6M | +146.8% | +7.9% | +138.9% | +139.6% |
| YTD | +16.9% | +27.3% | -10.4% | +6.3% |
| 1Y | +12.8% | +37.8% | -25.0% | -0.6% |
| 3Y | -7.3% | +49.8% | -57.1% | -24.3% |
| All | -50.3% | +46.3% | -96.7% | -61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BUD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling